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Ayn Elyse Carlson

NAVPOINT FINANCIAL, INC.·PRIOR LAKE, Minnesota
Clean recordNAVPOINT FINANCIAL, INC.
16180 HASTINGS AVE SE SUITE 301, PRIOR LAKE, MN 55372CRD# 7820593Firm CRD# 109432

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ayn Elyse Carlson · PRIOR LAKE, MN
Registration
CRD #7820593 · NAVPOINT FINANCIAL, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ayn Elyse Carlson is a registered financial advisor based in PRIOR LAKE, Minnesota, affiliated with NAVPOINT FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
NAVPOINT FINANCIAL, INC.
NAVPOINT FINANCIAL, INC.
AUM
$610M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at NAVPOINT FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7820593
Firm CRD# 109432
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ayn Elyse Carlson offer?
Ayn Elyse Carlson specializes in Financial Planning, Investment Management. Contact their office in PRIOR LAKE, Minnesota for a consultation.
What are Ayn Elyse Carlson's credentials?
Ayn Elyse Carlson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ayn Elyse Carlson located?
Ayn Elyse Carlson is based in PRIOR LAKE, Minnesota, working with NAVPOINT FINANCIAL, INC.. Their office serves clients in the PRIOR LAKE metropolitan area and surrounding communities.
How does Ayn Elyse Carlson charge for services?
Ayn Elyse Carlson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NAVPOINT FINANCIAL, INC.?
NAVPOINT FINANCIAL, INC. has approximately 6 employees and manages $610M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NAVPOINT FINANCIAL, INC.

Gary David Martell
PRIOR LAKE, MN
Bruce Edwin Carlson
PRIOR LAKE, MN
Cole Alexander Carlson
PRIOR LAKE, MN
David Gary Martell
PRIOR LAKE, MN
Krista Marie Ketelsen
PRIOR LAKE, MN

More Advisors in PRIOR LAKE, Minnesota

Dana Dominique Anderson
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Nearby cities in Minnesota
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